As per our one of the components we can create an Excel Mail Merge. Further if we are willing to generate PDF file for that Excel file programatically, we have developed a component which works individually in SageCRM which picks up the Excel sheet and converts it in to PDF automatically. Requisites: This supports only… Read More: Excel to PDF generator »
Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File? We have the solution. We have developed a component which fetches the values from SageCRM and displays in MS… Read More: Excel Mail Merge »
Can we create a Template for Custom Entity in SageCRM? No. Then what to do if we want to send an E-Mail with a Template which contains fields from custom entities? We have solution. We have developed an component which will create a Template containing fields from custom Entity which we could be able to… Read More: Custom Entity E-Mail Sending. »
As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only. Do you want to activate this functionality for Custom Entity? We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity in… Read More: Custom Entity Mail Merge? »
When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(‘Company’,’Comp_CompanyId’)); if(compid==”” ||… Read More: Can the Account Manager at the Person level be updated… »
Are you looking for an Functionality so you could be able to synch the data from ERP to CRM and could be able to Dispaly it in CRM? Yes, it is possible to display the data from ARCUS table into the Sage CRM. This can be achieved by two ways; one way is that through… Read More: ERP data in Company Entity »
Currently this facility of Multiple User Select field is available for Communication Table only. It does not work for other tables because the User multi select writes into a field of data type ‘Int’ and as an ‘Int’ field it could not store multiple values in same field and needs a link table to store… Read More: Creating User Multi Selects »
Question: User have created fields table using fields.es file. In this es file user should give user name and password of database. Now, user always keep changing password of database for security purpose. So how can user access fields table in such case? User don’t want to change es file. Answer: In regards to this… Read More: Smart ECF »
Below is an example of a SQL query which you can use in a scenario where you want to display a list of duplicate records which are stored in a particular table. Below is the query that has been used to do the needful on the Leads entity (where Client wanted to have the list… Read More: Query to Find out Duplicate records in SageCRM Table »
Now we can REschedule the tasks and appointments for any particular user (i.e. to postponed communications for within the range of dates). It will provide a new tab in the “My CRM” context which will provide a screen to accept user name and date (from and to). It will display the list of all the… Read More: Reschedule the Task and Appointments for Particular User in SageCRM »
